AXQ CAPITAL, LP
JERSEY CITY NJ · SEC CIK 0001916908
$9.20亿2026Q2 申报市值
960持仓数
7.0%前十大占比 · 第一大 0.8%
374 / 499新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
KNX 新建仓+$661.30万
CPRT 加仓+$620.81万
ECHO 新建仓+$593.71万
PEGA 新建仓+$592.01万
MCK 加仓+$569.72万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$824.91万
WDC 减仓-$713.19万
MU 减仓-$675.14万
FTNT 减仓-$639.81万
MRVL 减仓-$589.02万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PRMB | PRIMO BRANDS CORPORATION | $65.09万 | 0.07% | 26,634 | -85,728 | -76.3% | -$209.52万 | 重新持有 |
| KKR | KKR & CO INC | $65.08万 | 0.07% | 7,091 | 7,091 | — | $65.08万 | 新建仓 |
| NVAX | NOVAVAX INC | $64.51万 | 0.07% | 68,480 | 12,491 | 22.3% | $11.77万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $64.39万 | 0.07% | 1,311 | 1,311 | — | $64.39万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $64.14万 | 0.07% | 111,942 | 111,942 | — | $64.14万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $64.08万 | 0.07% | 38,768 | 38,768 | — | $64.08万 | 新建仓 |
| L | LOEWS CORP | $63.86万 | 0.07% | 5,641 | -23,226 | -80.5% | -$262.94万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $63.81万 | 0.07% | 24,007 | 12,979 | 117.7% | $34.50万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $63.77万 | 0.07% | 11,373 | -12,353 | -52.1% | -$69.26万 | 减仓 |
| MTDR | MATADOR RES CO | $63.07万 | 0.07% | 12,669 | -12,814 | -50.3% | -$63.79万 | 重新持有 |
| CHWY | CHEWY INC | $62.95万 | 0.07% | 32,034 | 32,034 | — | $62.95万 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $62.82万 | 0.07% | 17,621 | -10,802 | -38.0% | -$38.51万 | 减仓 |
| Z | ZILLOW GROUP INC | $62.79万 | 0.07% | 19,922 | 2,940 | 17.3% | $9.27万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $62.53万 | 0.07% | 20,323 | 6,971 | 52.2% | $21.45万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $62.28万 | 0.07% | 5,059 | -1,226 | -19.5% | -$15.09万 | 重新持有 |
| FIVE | FIVE BELOW INC | $62.24万 | 0.07% | 3,462 | 3,462 | — | $62.24万 | 新建仓 |
| IMVT | IMMUNOVANT INC | $62.08万 | 0.07% | 16,113 | -5,959 | -27.0% | -$22.96万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $62.00万 | 0.07% | 2,423 | 2,423 | — | $62.00万 | 新建仓 |
| BYD | BOYD GAMING CORP | $61.88万 | 0.07% | 7,006 | 7,006 | — | $61.88万 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $61.70万 | 0.07% | 40,298 | -324 | -0.8% | -$4,960 | 重新持有 |
| ABBV | ABBVIE INC | $61.32万 | 0.07% | 2,437 | -32 | -1.3% | -$8,052 | 重新持有 |
| UHAL/B | U HAUL HOLDING COMPANY | $61.29万 | 0.07% | 10,622 | 5,069 | 91.3% | $29.25万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $61.25万 | 0.07% | 2,069 | -4,680 | -69.3% | -$138.55万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $61.22万 | 0.07% | 6,904 | 1,106 | 19.1% | $9.81万 | 加仓 |
| SYK | STRYKER CORPORATION | $61.20万 | 0.07% | 1,944 | 513 | 35.8% | $16.15万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $61.04万 | 0.07% | 12,080 | 5,697 | 89.3% | $28.79万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $60.49万 | 0.07% | 8,743 | -2,663 | -23.3% | -$18.43万 | 减仓 |
| YETI | YETI HLDGS INC | $60.04万 | 0.07% | 12,114 | 7,268 | 150.0% | $36.02万 | 重新持有 |
| EXLS | EXLSERVICE HLDGS INC | $59.85万 | 0.07% | 23,145 | 981 | 4.4% | $2.54万 | 加仓 |
| HUBB | HUBBELL INC | $59.75万 | 0.06% | 1,142 | 1,142 | — | $59.75万 | 新建仓 |
| CEVA | CEVA INC | $59.74万 | 0.06% | 12,668 | 2,000 | 18.7% | $9.43万 | 加仓 |
| TW | TRADEWEB MKTS INC | $59.74万 | 0.06% | 5,994 | -7,294 | -54.9% | -$72.69万 | 重新持有 |
| ROP | ROPER TECHNOLOGIES INC | $59.15万 | 0.06% | 1,748 | 558 | 46.9% | $18.88万 | 重新持有 |
| SPSC | SPS COMM INC | $58.98万 | 0.06% | 10,317 | 10,317 | — | $58.98万 | 新建仓 |
| WDFC | WD 40 CO | $58.81万 | 0.06% | 2,414 | 1,030 | 74.4% | $25.09万 | 重新持有 |
| CTAS | CINTAS CORP | $58.81万 | 0.06% | 3,458 | 3,458 | — | $58.81万 | 新建仓 |
| EAT | BRINKER INTL INC | $58.63万 | 0.06% | 3,490 | 3,490 | — | $58.63万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $58.54万 | 0.06% | 12,444 | 12,444 | — | $58.54万 | 新建仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $58.43万 | 0.06% | 22,843 | 22,843 | — | $58.43万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $58.24万 | 0.06% | 3,633 | 3,633 | — | $58.24万 | 新建仓 |
| HUT | HUT 8 CORP | $58.15万 | 0.06% | 5,037 | 5,037 | — | $58.15万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $57.98万 | 0.06% | 11,012 | 1,227 | 12.5% | $6.46万 | 加仓 |
| FCN | FTI CONSULTING INC | $57.77万 | 0.06% | 3,877 | -46 | -1.2% | -$6,854 | 减仓 |
| H | HYATT HOTELS CORP | $57.43万 | 0.06% | 2,963 | 2,963 | — | $57.43万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $57.17万 | 0.06% | 12,095 | 12,095 | — | $57.17万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $57.09万 | 0.06% | 7,899 | 7,899 | — | $57.09万 | 新建仓 |
| WLFC | WILLIS LEASE FIN CORP | $56.22万 | 0.06% | 2,457 | 2,457 | — | $56.22万 | 新建仓 |
| APPS | DIGITAL TURBINE INC | $55.91万 | 0.06% | 43,339 | 19,392 | 81.0% | $25.02万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $55.85万 | 0.06% | 3,991 | -2,658 | -40.0% | -$37.20万 | 减仓 |
| RRC | RANGE RES CORP | $55.64万 | 0.06% | 14,961 | -5,244 | -26.0% | -$19.50万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $55.61万 | 0.06% | 10,894 | 10,894 | — | $55.61万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $55.50万 | 0.06% | 32,801 | 32,801 | — | $55.50万 | 新建仓 |
| PLD | PROLOGIS INC. | $55.37万 | 0.06% | 4,087 | 4,087 | — | $55.37万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $55.14万 | 0.06% | 5,153 | -4,052 | -44.0% | -$43.36万 | 重新持有 |
| WAL | WESTERN ALLIANCE BANCORP | $54.77万 | 0.06% | 6,663 | -5,713 | -46.2% | -$46.96万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $54.58万 | 0.06% | 6,846 | 6,846 | — | $54.58万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $54.53万 | 0.06% | 54,534 | 15,582 | 40.0% | $15.58万 | 加仓 |
| — | PROSHARES TR | $54.42万 | 0.06% | 9,569 | 9,569 | — | $54.42万 | 新建仓 |
| TTD | THE TRADE DESK INC | $54.31万 | 0.06% | 30,038 | -8,494 | -22.0% | -$15.36万 | 减仓 |
| GRPN | GROUPON INC | $54.31万 | 0.06% | 22,571 | -7,997 | -26.2% | -$19.24万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $54.27万 | 0.06% | 737 | 737 | — | $54.27万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $54.18万 | 0.06% | 11,711 | -2,416 | -17.1% | -$11.18万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $54.07万 | 0.06% | 3,183 | -2,148 | -40.3% | -$36.49万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $53.89万 | 0.06% | 6,103 | 6,103 | — | $53.89万 | 新建仓 |
| FSLY | FASTLY INC | $53.41万 | 0.06% | 29,093 | 29,093 | — | $53.41万 | 新建仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $53.37万 | 0.06% | 58,970 | 799 | 1.4% | $7,231 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $53.34万 | 0.06% | 3,487 | 3,487 | — | $53.34万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $52.75万 | 0.06% | 13,859 | 7,415 | 115.1% | $28.22万 | 重新持有 |
| GATX | GATX CORP | $52.55万 | 0.06% | 2,966 | 2,966 | — | $52.55万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $52.54万 | 0.06% | 9,634 | 9,634 | — | $52.54万 | 新建仓 |
| CE | CELANESE CORP DEL | $52.48万 | 0.06% | 11,409 | 5,408 | 90.1% | $24.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.39万 | 0.06% | 1,047 | -9,127 | -89.7% | -$456.71万 | 减仓 |
| CTS | CTS CORP | $52.16万 | 0.06% | 8,002 | 1,490 | 22.9% | $9.71万 | 加仓 |
| ACMR | ACM RESH INC | $51.89万 | 0.06% | 4,089 | 4,089 | — | $51.89万 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $51.76万 | 0.06% | 21,334 | -8,203 | -27.8% | -$19.90万 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $51.74万 | 0.06% | 51,843 | 11,881 | 29.7% | $11.86万 | 加仓 |
| RH | RH | $51.69万 | 0.06% | 3,138 | 3,138 | — | $51.69万 | 新建仓 |
| BORR | BORR DRILLING LTD | $51.48万 | 0.06% | 124,639 | 3,180 | 2.6% | $1.31万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $51.41万 | 0.06% | 6,116 | 2,524 | 70.3% | $21.22万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $51.23万 | 0.06% | 10,095 | -537 | -5.1% | -$2.73万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $51.09万 | 0.06% | 6,838 | 595 | 9.5% | $4.45万 | 加仓 |
| TFSL | TFS FINL CORP | $51.06万 | 0.06% | 28,816 | -44,415 | -60.7% | -$78.70万 | 减仓 |
| BGC | BGC GROUP INC | $50.85万 | 0.06% | 47,569 | 4,131 | 9.5% | $4.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $50.67万 | 0.06% | 1,548 | -2,668 | -63.3% | -$87.33万 | 减仓 |
| LIF | LIFE360 INC | $50.48万 | 0.05% | 9,118 | -141 | -1.5% | -$7,806 | 重新持有 |
| LXU | LSB INDS INC | $50.46万 | 0.05% | 46,682 | 2,144 | 4.8% | $2.32万 | 加仓 |
| WRB | BERKLEY W R CORP | $50.30万 | 0.05% | 7,132 | -22,213 | -75.7% | -$156.67万 | 减仓 |
| TR | TOOTSIE ROLL INDS INC | $50.22万 | 0.05% | 12,698 | 12,698 | — | $50.22万 | 新建仓 |
| FRVO | FERVO ENERGY CO | $49.92万 | 0.05% | 17,079 | 17,079 | — | $49.92万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $49.88万 | 0.05% | 929 | 929 | — | $49.88万 | 新建仓 |
| FRSH | FRESHWORKS INC | $49.50万 | 0.05% | 48,909 | -5,785 | -10.6% | -$5.85万 | 减仓 |
| NOV | NOV INC | $49.38万 | 0.05% | 26,622 | 26,622 | — | $49.38万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $49.25万 | 0.05% | 72,209 | -60,549 | -45.6% | -$41.29万 | 减仓 |
| EPR | EPR PPTYS | $48.91万 | 0.05% | 8,431 | -159 | -1.9% | -$9,224 | 减仓 |
| SO | SOUTHERN CO | $48.76万 | 0.05% | 5,095 | -4,871 | -48.9% | -$46.62万 | 减仓 |
| DAVE | DAVE INC | $48.62万 | 0.05% | 1,305 | 1,305 | — | $48.62万 | 新建仓 |
| EQIX | EQUINIX INC | $48.47万 | 0.05% | 465 | -112 | -19.4% | -$11.67万 | 减仓 |
| PRI | PRIMERICA INC | $47.86万 | 0.05% | 1,684 | -2,644 | -61.1% | -$75.14万 | 重新持有 |
| CMC | COMMERCIAL METALS CO | $47.76万 | 0.05% | 7,611 | 7,611 | — | $47.76万 | 新建仓 |
| SHOP | SHOPIFY INC | $47.54万 | 0.05% | 4,164 | 4,164 | — | $47.54万 | 新建仓 |